OttoServ Guided Demo
See how OttoServ runs your service business —
end to end.
Walk through how OttoServ captures leads, qualifies opportunities, books appointments, tracks operations, and gives leadership visibility into the work that normally falls through the cracks.
Interactive demo uses simulated data for ABC Contracting, Miami Property Mgmt, and Elite HVAC Services — no sign-up.
What the Guided Demo Shows You
Follow a lead from first contact to closed job — and see every place OttoServ removes manual work along the way.
A lead comes in — Morgan answers in seconds
Inbound calls, web forms, and texts route to Morgan, OttoServ's AI assistant. Morgan answers 24/7, qualifies the lead, and captures the information your team would have asked for.
The lead is qualified and an appointment is booked
Morgan checks your calendar, books the appointment, and confirms with the client — before a competitor can call them back.
Your operations dashboard updates in real time
Every job, lead, follow-up, and handoff is visible in one place. No more spreadsheets, sticky notes, or 'I think Mike has it.'
Automated follow-up keeps every lead warm
Estimates get followed up. Past clients get review requests. Cold leads get reactivated. Nothing falls through the cracks.
Leadership gets a weekly intelligence brief
A weekly AI report shows you what needs attention, what's trending, and where to focus — without you digging through dashboards.
Ready to walk through it yourself?
The interactive demo opens a sandboxed OttoServ dashboard with realistic data from three sample service businesses. Click around, try the workflows, and see what the system actually does.
What You'll See Inside
Every module is wired with sample data so you can explore without booking a sales call first.
Operations Dashboard
Jobs, team, revenue, leads, pipeline — all updated in real time.
AI Lead Response (Morgan)
24/7 call answering, qualification, and booking.
Automations & Workflows
Visual workflow builder. Templates for service businesses.
Client Portal
Clients see project status, invoices, and updates without calling you.
Job & Project Tracking
Budgets, timelines, costs, and billing — estimate to closeout.
Weekly AI Reports
Intelligence brief on what needs attention this week.
Want to hear Morgan in action?
Try a live voice conversation with Morgan — OttoServ's AI assistant who answers calls, qualifies leads, and books appointments 24/7.
Try the Voice DemoSeen enough? Find out where your business is leaking revenue.
The Guided Demo shows you what the system does. The Process Audit shows you where it would pay for itself first. Most owners take 2 minutes and find 3 leaks.